Jay
Lizanich
Spc
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About this Advisor
Jay Lizanich is a financial advisor based out of Easley, South Carolina with 4 years of industry experience. Lizanich is an advisor for Spc. Over the course of their career, they have held roles at Flynn Wealth Management Group, Flynn Insurance Group, Ifs Securities, Sigma Financial Corporation, Sigma Planning Corporation, Voya Financial Advisors, Inc and Presbyterian College. Lizanich maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Maryland, North Carolina, Pennsylvania, South Carolina and Texas. Spc is a financial advisory business based out of Ann Arbor, MI. The company has offices in 426 locations and a total of 610 employees. It administers $6 billion in assets under management between its 34,594 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 20 charitable organizations. Of its 34,594 accounts, just 8% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Spc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules vary depending on the type of financial services offered. However, fee types billed by Spc may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jay Lizanich Work History
Jay has been registered as a financial advisor for 4 years.*
Sigma Financial Corporation
Sigma Planning Corporation
Ifs Securities
Flynn Wealth Management Group
Flynn Insurance Group
Voya Financial Advisors, Inc
Presbyterian College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jay Lizanich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spc
Dallas, TX
Fort Lauderdale, FL
Fort Wayne, IN
Cincinnati, OH
Ann Arbor, MI
Madison, MS
Ann Arbor, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
